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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2126
Kathmere Capital Management
Pennsylvania
$400K +$35.1K +411 +9%
CPSAC
2127
Chas P. Smith & Associates (CPS)
Florida
$400K -$307K -3,600 -42%
IIA
2128
Integral Investment Advisors
California
$399K +$10.6K +124 +3%
PFBT
2129
Parkside Financial Bank & Trust
Missouri
$399K -$21K -246 -5%
CSC
2130
Caldwell Sutter Capital
California
$399K -$16.2K -190 -4%
LGWM
2131
Litman Gregory Wealth Management
California
$399K +$420K +4,923 New
PPWM
2132
Paragon Private Wealth Management
Kentucky
$399K -$12.6K -147 -3%
P
2133
&Partners
Tennessee
$398K +$2.65K +31 +0.6%
HC
2134
Hendley & Co
Ohio
$398K -$19.6K -230 -4%
CWA
2135
Canvas Wealth Advisors
Kansas
$398K +$7.69K +90 +2%
SWA
2136
Sax Wealth Advisors
New Jersey
$398K -$1.88K -22 -0.4%
AA
2137
Alta Advisers
United Kingdom
$397K – – –
QPW
2138
Quantum Private Wealth
Florida
$396K -$539K -6,312 -56%
FNA
2139
First National Advisers
Nebraska
$395K +$417K +4,879 New
SIC
2140
Sigma Investment Counselors
Michigan
$395K +$5.47K +64 +1%
SPWM
2141
Schrum Private Wealth Management
Florida
$395K – – –
CHP
2142
Cable Hill Partners
Oregon
$394K +$61.7K +722 +17%
VCM
2143
Viewpoint Capital Management
Washington
$394K – – –
RIG
2144
RiverFront Investment Group
Virginia
$393K +$4.53K +53 +1%
AIM
2145
Acropolis Investment Management
Missouri
$393K -$482K -5,647 -54%
WA
2146
Wealth Architects
California
$392K +$34.7K +406 +9%
SSA
2147
South Street Advisors
New York
$392K – – –
RC
2148
Reik & Co
New York
$392K +$59.8K +700 +17%
WAOI
2149
Wealth Advisors of Iowa
Iowa
$391K +$3.08K +36 +0.8%
BW
2150
Bison Wealth
Georgia
$390K -$413K -4,830 -50%
84 85
86
87 88